The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALPHABET INC | CAP STK CL C | 02079K107 | 26,525,845 | 188,220 | SH | SOLE | 188,220 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 77,670,026 | 575,632 | SH | SOLE | 575,632 | 0 | 0 | ||
GILDAN ACTIVEWEAR INC | COM | 375916103 | 30,395,562 | 919,406 | SH | SOLE | 919,406 | 0 | 0 | ||
INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 18,349,749 | 221,348 | SH | SOLE | 221,348 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 17,985,864 | 324,596 | SH | SOLE | 324,596 | 0 | 0 | ||
KKR & CO INC | COM | 48251W104 | 91,961,760 | 1,109,979 | SH | SOLE | 1,109,979 | 0 | 0 | ||
PROGRESSIVE CORP | COM | 743315103 | 17,975,226 | 112,853 | SH | SOLE | 112,853 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 39,384,691 | 89,405 | SH | SOLE | 89,405 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 26,738,841 | 142,296 | SH | SOLE | 142,296 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 25,167,420 | 411,838 | SH | SOLE | 411,838 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 51,529,956 | 1,010,986 | SH | SOLE | 1,010,986 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 41,465,484 | 40,990 | SH | SOLE | 40,990 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 18,481,322 | 44,201 | SH | SOLE | 44,201 | 0 | 0 | ||
VICI PPTYS INC | COM | 925652109 | 22,332,323 | 700,512 | SH | SOLE | 700,512 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 27,181,321 | 104,403 | SH | SOLE | 104,403 | 0 | 0 |